Risk Advisor - Commercial Lines

Overview

Join to apply for the Risk Advisor - Commercial Lines role at Relation Insurance Services
.

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. We pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. We are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual conducts market research and develops a base of business to educate, promote and sell insurance services. They keep current on business community activities to obtain leads for business development and maintain and service a profitable book of insurance business for existing clients. The Risk Advisor projects a professional company image through all interactions with clients, insurance carriers, co-workers and others.

• Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
• Exhibits thought leadership and industry engagement through associations, speaking panels and generally demonstrates expertise in selected industry vertical(s).
• Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or aligned with company metrics to ensure goals are consistently met.
• Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns, other Relation colleagues and Relation marketing sources.
• Documents new business activity in Relation’s sales tracking system.
• Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in Relation’s sales tracking system.
• Develops and presents recommendations to clients based on a consultative selling approach.
• Assesses and identifies risk issues, needs and possible uninsurable or difficult exposures for clients.
• Recommends and assists clients with technical services including loss control and claims advocacy programs utilizing our in-house loss control and claims advocacy teams.
• Seamlessly transitions sold clients to the designated client service/account management team.
• Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers.
• Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence.
• Performs other duties and special projects as assigned.

• Property and Casualty Insurance License is required and must be maintained.
• College degree or minimum 2 years’ sales experience in the insurance industry is preferred.
• Experience working with complex commercial coverage.
• Strong negotiator, problem solver and ability to work with different personalities to ensure sale.
• In-depth understanding of insurance markets, products and usages, as well as insurance rating and underwriting procedures.
• Outstanding interpersonal and communications skills to explain complex coverages and respond appropriately.
• Ability to prioritize and handle multiple tasks in a demanding work environment.
• Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word); ability to learn new software applications.

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.
• Paid training and continuing education to obtain/maintain your insurance license.

Note: The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status,…